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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,801 | $153,769+23.4% | $133,975+41.7% | $273,972-30.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.72% | 36.51%-32.8pp | 29.29%-25.6pp | 41.46%-37.7pp |
| Employer contribution / active EE | $7,081 | $6,029+17.5% | $5,211+35.9% | $4,869+45.4% |
| Participant deferral / active EE | $5,530 | $6,958-20.5% | $6,282-12.0% | $5,287+4.6% |
| Admin fee / account holder | $1,431 | $11,765-87.8% | $9,324-84.7% | $10,133-85.9% |